Our latest weekly report just dropped! This week, we looked at the ongoing battle with inflation in the 🇺🇸 and the 🇪🇺, as well as 🦄 Uniswap's historic fee switch approval and Bitcoin waking up to an intense hangover 🤒 medium.com/trireme-trading/w…

LOOK: Bitcoin’s Bull Market Is Being Driven by Corporations! 🧵 For the first time in its history, Bitcoin’s rally is corporate-led. Businesses have already added $43.5B worth of $BTC in 2025 YTD, on pace to hit $66.9B before year-end.

Exchange Volume Is Cooling - But Still Bullish 📊 After peaking above $85B in July, daily exchange volumes (7DMA) are now pulling back, signaling a cooldown after the SEC’s staking clarity and ETH ETF inflows boosted sentiment. But context matters: • Current volume remains well above the 2024 average (~$30B–$40B) • No signs of panic selling or sharp liquidity exodus • Still within a bullish bandwidth for risk appetite What we’re seeing is likely a healthy reset rather than a breakdown. Volatility flushed leverage. Price held. Now, liquidity is reassessing. Keep watching: • If volume stabilizes above $50B, altcoin rotations may continue • If it drops below $40B, expect broader consolidation Builders should be opportunistic. Liquidity may pause, but capital is still here, waiting for the next clear catalyst. Follow @triremetrading for more market and institutional insights.

This is huge! @Gemini secures MiCA approval in Malta! 🚨 Regulatory clarity is quickly becoming a competitive edge in Europe. Gemini’s new MiCA license positions the exchange to scale across 30+ EU markets with regulated spot and derivatives products. Two key dynamics stand out: 1. Institutional Flows – A MiCA license unlocks passporting rights, making Europe a unified liquidity zone. This is crucial for treasuries, funds, and corporates allocating to digital assets under strict compliance mandates. 2. User Adoption Strategy – Gemini is pairing compliance with innovation, offering tokenized stocks on @arbitrum This aligns with the EU’s MiFID II framework and signals how tokenized equities may become the next growth vertical in regulated markets. With only five MiCA licenses issued to date (Gemini, Bitpanda, @cryptocom , @okx , ZBX), regulatory scarcity will define who captures both liquidity and institutional mindshare in the EU. The European market is shifting: Regulated infrastructure plus tokenized products are setting the stage for the next phase of adoption. DYOR

How to HANDLE Market Retracements like an Institutional Fund! 🚨 Markets don’t move in straight lines. Retracements are part of the cycle, and how you respond determines your survival. A short thread 🧵 Follow @triremetrading for more market analysis.

The Altcoin Market is undergoing a structural reset. Since 2021, over 6.9 million tokens have launched. More than 3.7 million have already failed. This is not a cycle driven by hype anymore. It’s a capital rotation toward projects with: • Sustainable unit economics • Revenue-generating models • Institutional-grade infrastructure Platforms like @HyperliquidX, @injective, and @solana continues to grow through execution. The next altseason will reward operational discipline, not narrative alone. Appreciate @HouseofChimera for making this analysis! DYOR

TGE Projects just got a massive narrative from the US SEC! Here's why @KaitoAI yappers: 1. Tokens are now a viable fundraising alternative 2. Founders can keep equity, but still raise capital 3. Investors want yield + narrative 4. Liquidity and Global access outperform traditional raises

🚨 BREAKING: The UN has officially endorsed @Ripple's blockchain for cross-border payments and financial inclusion.

🚨 LOOK: Coinbase rolls out in-app DEX Trading for US users (excluding-NY) 👀 Support will roll out in batches to ensure stability, with plans to cover the full Base asset set in the coming weeks. Key features: 1. Faster market access: no more waiting for centralized listings. 2. Simplified UX: trade directly in the Coinbase app with portfolio tracking, funding from Coinbase balance or USDC. 3. DeFi-powered pricing: Best execution via DEX liquidity scan. 4. Risk screening: malicious contracts filtered out via trusted third parties. Next up: Solana integration and multi-region expansion, positioning Coinbase as a day-one liquidity gateway for builders and traders.

Bitcoin has now spent 100+ days above $100K. Institutions are anchoring the market, but retail hasn’t arrived yet. That gap is the biggest opportunity for founders. Read how to position your project ahead of the retail rotation: 👇 medium.com/@trireme/bitcoin-…

30-Day Perp Market Snapshot: One DeFi Exchange Controls the Flow! 👀 Liquidity volume is accelerating in decentralized perps: • @HyperliquidX dominates with $388.7B volume – over 8x its nearest competitor. • @edgeX_exchange holds second at $44.3B, while Orderly and Jupiter are clustered near $24B. • Legacy venues like @GMX_IO and @paradex are below $10B. The market is no longer rewarding broad exchange distribution. Liquidity is flowing toward high-performance, execution-focused DeFi that can attract both institutions and traders. 👉 For builders, prioritize structured liquidity + infra partnerships with dominant venues rather than chasing listings everywhere.

The start of a new month is the best time to refresh your watchlist. Focus on tokens with growing ecosystems, rising TVL, and active developer activity.

Top Crypto Narratives in July 👇 Over the past 30 days, the strongest capital flows went to: 1. Ethereum 2. Meme coins 3. GameFi 4. Real World Assets (RWA) These are the sectors attracting the most mindshare and liquidity. But here’s what matters: → ETH dominance is narrative fuel → RWA confirms institutional momentum → GameFi is quietly rebuilding user funnels Capital always moves where attention flows. At @triremetrading, we help early-stage projects position into these rotations with smarter liquidity strategies. Follow us for institutional-grade analysis and market insights.

🚨 BIG TECH TREASURY PERFORMANCE SINCE 2020: If @Apple , @Google , and @Microsoft had allocated just 1% of treasury to $BTC in 2020, each would’ve gained $13 - $29B instead of losing $14–$21B to inflation. Bitcoin is a balance sheet protection for companies outside of crypto. DYOR

Trending Now Across Narrative Trackers: Staking + Regulatory Clarity 📍 If you’re building in crypto, you’ve probably seen it-staking is back in the spotlight. Narrative tracker platforms like @MessariCrypto and others are showing a spike in interest around staking and regulation. Here’s what it means for projects: 1. Staking is no longer a grey area. Governments and regulators are making clearer guidelines for staking, especially for centralized and custodial models. 2. Protocols with built-in compliance will win. Liquid staking, validator incentives, and reward flows will all face increasing scrutiny. Transparency is key. 3. Regulation-ready infrastructure is gaining mindshare. And projects need to be ready. From restaking to LSTs, institutional capital is circling, but only where safeguards exist. So, what should founders do? ✅ Make staking optional, not forced ✅ Use transparent, non-custodial systems ✅ Show how rewards are generated (not just printed) If you’re working on a staking product, DM us. Let’s make sure it’s built to last.

. @Nerochain_io made a statement on day one! Dominating market activity across top-tier exchanges. They proved what happens when genuine technical advancement gets proper market support: - #1 trending on @bitgetglobal - $9.35M+ daily turnover across tier-1 exchanges (@MEXC_Official, @Gate_io, and @bitgetglobal) - 540M+ tokens traded with institutional-grade liquidity and tight spreads across all venues What created this performance? $NERO Chain combines: • Execution first Architecture: NERO prioritizes the Execution layer, offering flexible, scalable integrations that go beyond the limitations of DA-first chains • Paymaster API: Developers gain full control over fee pricing, enabling sustainable growth while preserving security budgets • Modular by Design: Enables rapid deployment across sectors without compromising composability • EVM Compatibility: Easy integration for existing developers and protocols They also create utility across verticals: 🎬 Entertainment: True content ownership and copyright protection 🎮 Gaming: Real world value for in game assets with secure ownership 💰 Finance: Borderless payments slashing traditional costs 📦 Supply Chain: Real-time tracking with transparency and efficiency These fundamentals drove the sustained interest!

Institutional Bitcoin Demand Is Surging! Year-to-date, institutions have accumulated 545,579 $BTC while miners have only added 97,082 BTC to the market. That’s a 5.6x demand-to-supply ratio, and the gap is still widening. For market participants, this is the kind of flow dynamic that doesn’t unwind quickly. Every additional $BTC pulled into long-term institutional hands further reduces tradable supply. In other words, the math here is working for the bulls.

The Institutional Adoption Narrative: Regulatory clarity from the GENIUS Act and Bullish’s IPO has reignited expectations for large-scale digital asset allocation. • Institutions now hold ~25% of Bitcoin ETPs • 85% of firms either allocate or plan to allocate to crypto in 2025 @ethereum $ETH and @solana $SOL are emerging as institutional favorites, with JPMorgan citing them as top picks. Institutional entry reshapes the competitive landscape. The winners will be those who: 1. Align with regulatory clarity - building compliant rails that institutions can adopt immediately. 2. Integrate with liquidity hubs - ETH and SOL ecosystems are drawing institutional flows, meaning protocols built here are positioned for first-mover advantage. 3. Communicate credibility - projects that articulate governance, security, and clear value propositions will capture mindshare in a market now scrutinized by institutional capital. At @triremetrading , we help projects design liquidity strategies, treasury frameworks, and narrative positioning to ensure they are institution-ready.

Today’s crypto headlines show where capital and regulation are pulling focus: • RWAs continue to advance as the most durable bridge between TradFi and crypto. • Celebrity-driven memecoins highlight the risks of unsustainable hype cycles. • @binance trading dominance raises structural questions about market concentration. • Stablecoin issuers like @tether and @circle are now in direct talks with South Korean banks, signaling the next phase of regulated adoption in Asia. Flows and frameworks are shifting. The winners will be the projects that can capture institutional trust while scaling liquidity.

🚨 $12.5T WALL OF CAPITAL Trump’s executive order just opened 401(k) retirement plans to crypto, private equity, and tokenized real estate. This is an institutional-grade inflows being written into policy. The next bull run may be driven by pensions.

NEW: @binance joins forces with Franklin Templeton to create new digital asset initiatives and tokenized products tailored for a wide range of investors! This matters because it bridges major traditional finance credibility with crypto infrastructure, unlocking pathways for compliant security tokenization and scale.

Rising Digital Asset Treasuries (DAT) to keep an eye on: 1. @trondao $TRX: 800M+ tokens (~$320M) driven by stablecoin utility + 10% yield. 2. @SuiNetwork $SUI: $400M+ holdings, 98% staked for yield. 3. @worldlibertyfi $WLFI: $1.8–2B treasury via Trump-linked deals. Institutions are diversifying beyond ETH & SOL.

Market Making with Purpose 🌊 Liquidity without direction is noise. Our role isn’t just filling order books - it’s building sustainable ecosystems where projects can thrive, attract institutions, and scale globally. - 200+ listings - 1B+ Assets traded - 20+ Integrated exchanges - 30M+ Daily volume Follow us @triremetrading for more!

Nvidia earnings have consistently been a market mover, and today is no exception. Historically, each earnings date has coincided with volatility and, more often than not, extended momentum in tech leadership. Projects and builders should pay attention: institutional positioning often shifts after Nvidia earnings, creating short-term volatility but long-term directional cues for liquidity.

🚨 LOOK: According to the Altcoin Season Index, it’s officially Altcoin Season (score: 76). Capital is rotating out of $BTC dominance and into alts. Historically, this marks the start of aggressive liquidity spillover into L1s, DeFi, and narrative tokens. ⚠️ But here’s the nuance: The Fund Flow Paradigm We’re still in the early phase of rotation. Capital first consolidates in BTC, then ETH, and finally disperses into selective alts. Until liquidity broadens, this “mini altseason” will reward projects that align with institutional narratives and real adoption. Why only selective alts are running: • Narratives like AI, RWA, DePIN, and Layer 2 ecosystems are driving attention. • Liquidity depth is concentrated in tokens with major exchange listings, institutional tie-ins, and good market makers. • Fundamentals (tokenomics, utility, user adoption) separate winners from laggards. • Ecosystem programs (grants, incentives, rollouts) accelerate capital inflows. The key here is fund flows + fundamentals coverage.

Altcoin Signals Are Flashing: What Founders & Institutions Need to Know 👇 The crypto market is setting up for its next major move. Altcoin rallies don’t happen overnight - they build, then accelerate fast. Our latest research article breaks down the technical, macro, and sentiment signals pointing toward a potential altcoin breakout: - Altcoin Season Index nearing breakout range - Bitcoin dominance slipping below 60% - ETH/BTC strength reclaiming trend - Stablecoin inflows fueling liquidity - Fed rate cuts & ETF tailwinds setting the macro backdrop We also highlight key narratives to watch - from AI tokens and RWAs to DeFi and high-performance L1s. For founders and institutions, these are guides and roadmap for where capital is likely to flow next. 📖 Read the full analysis here: medium.com/@trireme/signals-…

Crypto Staking Just Got a Greenlight - But Not for Everyone. The SEC dropped clarity on liquid staking, and $ETH rallied. But altcoins? Still flat. Here's what the market is actually rewarding. 🧵👇

ICYMI: @ethena USDe becomes the fastest stablecoin to reach $10B Supply! In just 536 days, USDe crossed $10B supply, faster than both USDT (2000+ days) and USDC (903 days). By August, it hit $12.2B, capturing 4%+ of the stablecoin market and driving a significant share of new on-chain USD inflows. What’s different? • Yield-bearing design: USDe offers risk-adjusted returns, breaking away from purely transactional stablecoins. • Capital magnet: At times, inflows have matched or exceeded those into BTC & ETH ETFs (ex-IBIT). • Ecosystem expansion: With integrations, buybacks, and incentive programs, Ethena is broadening beyond DeFi-native users. • Credibility threshold crossed: Scale + validation make USDe a durable player in the yield-dollar race. With global interest rates likely to trend lower, yield-bearing stablecoins like USDe are positioned to carve out a structural moat in the market.

Stablecoins are now evolving into yield-bearing assets that combine dollar-pegged safety with passive income. Our latest article breaks down: - How yield-bearing stablecoins work - Different models (delta-neutral, T-Bills, protocol revenue) - Risks and transparency standards - Which stablecoins stand out today Read the full detailed guide here: 👇 medium.com/@trireme/a-comple…

Bitcoin's Bull Run: Retail vs Institutional Capital This Bitcoin rally is structurally different from previous cycles. In 2013, 2017, and even 2021, retail FOMO was the dominant force. 1. 2013 Cycle – 9,325% gain Driven by early retail adoption and speculative mania. No institutional presence, highly volatile drawdowns. 2. 2017 Cycle – 1,925% gain Fueled by ICO boom and retail FOMO. Infrastructure was immature, liquidity shallow. Regulatory uncertainty led to a brutal reset. 3. 2021 Cycle – 1,374% gain + mid-cycle rally of 723% Institutional interest emerged (Tesla, MicroStrategy, PayPal integration), but no deep capital flows yet. Heavy reliance on retail and high leverage, ending with cascading liquidations. Now, ETF inflows, sovereign funds, and regulated custodians are driving sustained bid pressure. 4. 2024–2025 Cycle – ~664% so far (and still active) Key Difference: This rally is institutionally funded. Spot Bitcoin ETFs, sovereign fund allocations, and regulated onramps have provided deep liquidity. Price action is more sustained, with fewer extreme drawdowns between legs.

$XRP and $SOL are leading bullish flows in derivatives, with traders paying premiums for upside. ETF momentum is powering $XRP, while Solana’s Alpenglow upgrade drives institutional confidence. Sentiment is stacking behind both as the market positions for the next breakout.

Good news EU investors! @krakenfx just expanded its tokenized equities platform xStocks to Europe. Now EU investors can trade tokenized US stocks & ETFs on-chain, removing friction of brokers & unlocking direct market access.

🚨 Markets Enter the Volatility Window: From Jackson Hole to September's FOMC Here's your Macro Lighthouse update this week: 1️⃣ Jackson Hole Symposium on the spotlight Markets are already showing their classic pre-Jackson Hole hesitation. Historically, price action tends to fade as central bankers gather. Expect choppy market until Thursday’s (August 21) headline events. • Canadian CPI (Aug 19, Tuesday) → a lead indicator for US CPI trends • 20y bond auction (Aug 20, Wednesday) → adds pressure on long end of USTs • EUR CPI data (Aug 20, Wednesday) • Jackson Hole Symposium (Aug 21, Thursday) → the week’s defining catalyst 2️⃣ The equity market’s concentration risk is at record levels. • Nvidia, Microsoft, Apple now make up 21% of S&P 500, with top 10 stocks at 38% of index weight. • S&P trades at 5.3x P/B and 3.2x P/S – the richest levels in history. • Tech outperformance is higher than both March 2000 and last year. Systematic strategies are near 5-year positioning highs, vol-control funds are running big longs, and hedge fund leverage is stretched (gross at 100th percentile, net at 87th). 3️⃣ Macro Dynamics • GDP growth moderating, policy still contested between Fed and Trump camp. • Inflation showing bullwhip patterns: PPI spike surprised, but history suggests fade unless data compounds. • Oil drifting to 3-month lows, adding disinflationary pressure. • Seasonality: September is the weakest month for SPX since 1928, with higher volatility historically. Rates: • Treasury interest burden at $1.2T requires 5y yields to fall below 3.1% to stabilize. • Current market pricing favors a 25bps September cut, while 50bps is off the table. 4️⃣ Crypto View • Institutional flows continue to support ETH’s dominance: • ETH ETFs have seen stronger inflows than BTC since June. • ETH holds 55% of the $25B RWA tokenization market. • ETH network fees (stablecoins = 40% of fees, half on ETH) underpin sustainable demand. • ETH net buying by Treasuries is accelerating. The record one-day ETH ETF inflow last week highlights allocation trends. Still, institutions are hedging with puts, reflecting risk management in a choppy regime. BTC’s long-term structure remains constructive: M2 signals point to sustained upside, while sovereign allocations (Norway’s fund +192% indirect BTC exposure YoY) reinforce global adoption. 5️⃣ Volatility Outlook • VIX seasonality warns of higher chop into September. • Curve steepness + oscillations = dip-buying regime intact, but chop periods are longer and sharper. • Systematic strategies maxed out on vol-control → downside risk management key. 🚨 Final take: Market Setup Into September • The forward vol curve makes it clear: the next four weeks are dominated by event-driven chop. • Jackson Hole (Aug 23–25): Powell’s remarks set the tone for policy expectations. This is the first key volatility node. • NVDA Earnings (Aug 28): Semi earnings remain a systemic driver for equity sentiment and tech leadership. • NFP + CPI (Sep 6–11): Labor market and inflation prints determine whether rate-cut expectations steepen or flatten. • FOMC (Sep 17): The most material catalyst. Any signal of policy pivot, or lack thereof - reshapes both equities and crypto risk appetite. The overall market clarity could set the stage for directional conviction after these events. Not financial advice. DYOR

Perp Volumes Just Hit an All-Time High in July 2025! 📈 The perpetual trading volume reached a record-breaking $487.2B! More than doubling last year's $243.8B and 11x higher than July 2023’s $42.0B. That's real capital flowing into crypto markets right now. This surge signals two important shifts: • Perps are the preferred venue for both speculation and hedging • Crypto is becoming a structurally deeper and more liquid asset class

JUST IN: $ETH is back above $4800 Will it break $5,000? DYOR

🚨 @HyperliquidX just posted its highest monthly revenue ever – $106M in August, up 23% from July. • $400B in perpetuals volume • 70% share of the decentralized perps market • Powered by HyperEVM for speed + lower fees • Backed by institutional flows via 21Shares’ ETF It’s setting the standard for decentralized derivatives.

🚨 Breaking: US CPI Data - August Core CPI: +0.3% MoM (in line with est. +0.3%) CPI: +0.4% MoM (above est. +0.3%) Core CPI: +3.1% YoY (in line with est. +3.1%) CPI: +2.9% YoY (in line with est. +2.9%) Headline inflation slightly hotter than expected on a monthly basis, but yearly data aligns with forecasts. 🔑 Implication: Keeps Fed in a cautious stance. Markets will weigh this against liquidity conditions, fund flows, and risk sentiment in Q4.

The current market cycle is Bitcoin-led. Narratives, liquidity, and early-stage innovation are clustering around the $BTC ecosystem, and the projects positioning now stand to capture outsized upside. Key insights from the BTC-Fi AMA with @ventures_core and our founder @The_N_Source 💡 1. Bitcoin Ecosystem Momentum • @Coredao_Org, @ventures_core and its BTC-Fi accelerator are creating onramps for founders building directly on Bitcoin. • Multiple Bitcoin yield products are emerging, offering fresh ways to unlock idle BTC capital. • “Super dApps” could become the next economic layer, tying DeFi infrastructure to Bitcoin’s unmatched security. 2. DEX vs. CEX Dynamics • Decentralized exchanges are now generating 30% more volume than centralized exchanges. • This shift demands strong on-chain liquidity provisioning strategies from Day 1. 3. First-Mover Advantage • Building in Bitcoin DeFi now offers a rare early-stage positioning before mainstream inflows hit. • Early adoption can compound network effects — especially for projects with yield and composability baked in. 4. Why Projects Fail • Many projects underestimate how quickly market conditions can shift post-launch. • The biggest k*llers: poor treasury management and lack of liquidity strategy. 5. The Founders That Win • Quality founders are backed by more than just capital, they get execution support in project management, market making, and investor access. • Treasury provisioning is non-negotiable. Without runway, even the best ideas stall.

The BTC-FI Accelerator has already crossed 1,000+ applications, and demand keeps growing! Deadline extended to September 20th. This is the moment for builders to scale #Bitcoin with @Coredao_Org and unlock institutional-level growth.

Bitcoin Faces a Data-Heavy Week on: 🇺🇸 Jobs, Productivity, and Fed Pressure Here are the updates to watch: 1️⃣ Jobless Claims (Thursday) Consensus sits at 230K, flat vs last week. A higher print signals a weaker labor market → more pressure on the Fed to cut. 2️⃣ Productivity & Labor Costs (Thursday) Q2 growth stands at +2.4% with unit labor costs at +1.6% (vs +6.9% in Q1). Any downward productivity revision or higher labor costs would stoke inflation fears. 3️⃣ Nonfarm Payrolls & Unemployment (Friday) Forecast: 75K jobs added, unemployment at 4.3%. A soft print could flip into a bullish catalyst for BTC as rate cuts edge closer. 🔑 Market Context – September is historically the weakest month for risk assets. – The Fed faces a tightrope: cut too soon → inflation risk; hold steady → labor market cracks. – Experts note that paradoxically, a weaker jobs report may be good for BTC if it accelerates Fed easing.

BREAKING: @Nasdaq has officially filed with the SEC to allow trading of tokenized equity securities and ETFs. Key points: • Tokenized shares will be fully fungible with their traditional counterparts. • Investors will have the same rights & privileges as conventional securities. • Clearing & settlement to run through the DTC, enabling trades in token form within existing market rails. The tokenized markets are entering the US equities!

CEX CAPITAL ROTATION IS REAL! Here are the Top 10 centralized exchanges by 1-month inflows, with @binance, @MEXC_Official, and @kucoincom leading the pack. → Over $11.5B flowed into Binance → KuCoin saw inflows jump to $1.65B → @bitfinex and @okx are quietly gaining traction At Trireme, we help projects position on the right exchanges at the right time - where capital is already flowing and price discovery happens fast.

Dominating DEX perps with 73% market share on @HyperliquidX and $400M+ in revenue proves that liquidity depth and execution speed attract serious flow. This is the playbook we design for protocols at @triremetrading with our own clients. Aligning market structure with sustainable revenue growth.

Weekly U.S. Stock Market Recap (Aug 4–10, 2025) Tech leads the rally: • Palantir (PLTR) surged +20.58%, leading the S&P 500 after strong AI-related demand and contracts. • Apple (AAPL) jumped +8.77% following bullish earnings and upbeat guidance. • Nvidia (NVDA) climbed +4.95%, continuing momentum in AI and GPU demand. • Google (GOOGL) gained +6.56%, boosted by AI product announcements. • Broadcom (AVGO) and Cisco (CSCO) both up +6%+, reflecting strong semiconductor and networking demand. • Microsoft (MSFT) fell -2.42% on cautious forward guidance despite solid earnings. Mixed Moves in Mega-Cap Consumer & Retail • Amazon (AMZN) rose +2.52%, benefiting from retail sales growth and AWS optimism. • Tesla (TSLA) rallied +7.66% on strong delivery numbers and positive production updates. • Walmart (WMT) gained +5.85%, Costco (COST) up +4.42% on defensive retail strength. Financials Mostly Red • Major banks like JPMorgan (JPM) (-0.56%), Visa (V) (-2.13%), and Berkshire Hathaway (BRK.B) (-1.70%) ended the week lower as rate cut bets impacted margins. • Some asset managers like BlackRock (BLK) gained +3.05% on ETF inflows. The week was marked by big tech strength, selective retail gains, and sharp moves in healthcare, while financials and energy lagged. AI and consumer resilience fueled upside, but rate policy and earnings guidance kept some sectors in check.

🚨 LOOK: Holder revenues across DeFi protocols are hitting new HIGHS! @HyperliquidX spot orderbook now dominates revenue flows, with complementary growth from @AerodromeFi , Sky Lending, and emerging players Pump fun. In the last 12 months, the top 10 protocols have grown cumulative holder revenue from <$50M to well above $200M, showing that fee generation and real cash flow remain the clearest signal of sustainability in crypto.

🚨 BREAKING: Ethereum’s $ETH ecosystem still dominates DeFi Protocol rankings! The latest TVL data shows that Ethereum-native protocols continue to define the top of DeFi: 1. @LidoFinance (Liquid Staking): +20.9% MoM, still the largest protocol overall. 2. @aave (Lending): +17.7% MoM, spanning 17 chains but rooted in Ethereum liquidity. 3. @eigencloud (Restaking): +15.5% MoM, securing Ethereum’s restaking economy. 4. Binance staked ETH: +38.3% MoM, reinforcing ETH as the anchor asset for staking. 5. @ethena: +65% MoM, one of the fastest-growing ETH-native protocols. 6. @ether_fi, @pendle_fi , Spark, Morpho, Sky: all Ethereum-aligned and climbing. 👉 Out of the top 10, nearly all protocols are directly tied to Ethereum - whether through staking, restaking, lending, or yield strategies.

Bitcoin breaks $122,000 for the first time ever! Institutional demand, ETF inflows, and a widening supply gap have pushed $BTC into uncharted territory. Short seller liquidations added fuel to the rally, driving the move in early Monday trading. With YTD institutional accumulation now 5.6x new supply, price pressure is turning structural, and this breakout cements Bitcoin’s role as a macro asset alongside gold and equities. At Trireme, we help projects and institutions navigate liquidity at scale in markets like this. DYOR

Perp DEX volume growth over the last 30 days shows a clear shift in trader activity🚨 $COTI leads with the strongest expansion, followed by $REYA and $GRVT, with steady increases across multiple chains. Market flow is spreading beyond the usual leaders as liquidity rotates.

Most Crypto projects think they need “volume support.” What they really need is market making. Here’s why 👇

🏛 Wall Street has officially entered the On-chain arena! We've been tracking a major shift: the rise of Digital Asset Treasuries (DATs). Unlike traditional crypto funds or ETFs, DATs are public companies (Nasdaq-listed) using their balance sheets as crypto reserves, and they're multiplying fast. Our latest research breaks down this emerging trend and what it means for the future of corporate treasury management. Full analysis 👇 medium.com/@trireme/the-rise…

DONT MISS: Key Institutional, Regulatory, and Crypto Market Updates today! 📊 1️⃣ Major Partnerships and Institutional Moves • Trump Media announced a $6.42B partnership with @cryptocom , integrating $CRO into Truth Social. The deal includes a $105M CRO purchase and $50M equity investment, with a Nasdaq listing planned. • @solana continues to attract institutional capital: Pantera Capital is raising $1.25B for a Solana treasury company, while Galaxy Digital, Jump Crypto, and Multicoin Capital are forming a $1B Solana fund. 2️⃣ Regulatory and ETF Developments • New ETF filings by @bitwise , @Grayscale , and Canary Capital target @chainlink , @avax , and US-based crypto baskets. Ripple’s XRP ETF applications are also advancing, signaling more institutional on-ramps. • @binance co-founders back B Strategy, a Nasdaq-listed $BNB treasury company targeting a $1B raise - further legitimizing crypto treasury infrastructure. 3️⃣ RWA Tokenization Momentum • RWA adoption is accelerating, with $6.58B locked and a 262% CAGR. Deals like @MavrykNetwork $10B Dubai real estate tokenization highlight the scale of institutional adoption now underway. 4️⃣ Builder & Founder Support • @BNBCHAIN launched Season 11 of its global residency, offering $500K in funding, mentorship, and exposure across AI, DeFi, DePIN, and RWAs. Applications close September 6. • Wallchain unveiled free, real-time mindshare leaderboards for crypto Twitter accounts, giving founders new analytics to measure and grow influence. 5️⃣ Market Sentiment & Funding Trends • Despite recent corrections, sentiment remains constructive. VCs raised $981M last month, with DeFi leading allocations. Corrections are being viewed as entry opportunities for high-conviction assets. 6️⃣ DeFi and Yield Opportunities • Protocols like @aave and @eulerfinance Finance are seeing strong TVL growth and new integrations. Stablecoin yields in the 15–21% range remain attractive for both retail and institutional liquidity. Filter the noise and follow @triremetrading for more market updates!

The Ethereum Treasury Era Has Arrived! 🏆 Over 3% of ETH’s total supply is now held by public companies. From @BitMNR to @coinbase, corporate adoption is moving beyond Bitcoin. More than 3.7 million $ETH ($17B) is now held by public companies, representing over 3% of total supply. Leading the charge: BitMine Immersion Technologies with over 1.1M ETH, SharpLink Gaming with 728K ETH, and even Coinbase, now holding 136K ETH. Backing from figures like Tom Lee and Joe Lubin signals institutional conviction that ETH is not just an asset, but a strategic treasury reserve.

FOMO and greed + major resistance zone

GM Bella!

August 2025 US Crypto Moves: Key Highlights ⚠️ 1. US CFTC’s Crypto Sprint (Aug 4, 2025 - no pathway for offshore yet) 2. SEC’s Project Crypto 3. CFTC-SEC Collaboration: Joint effort to resolve commodity vs. security debates 4. Legislative Support: CLARITY Act and GENIUS Act passed to define crypto jurisdictions 5. Federal Reserve Shift: Ended extra scrutiny on banks working with crypto, fostering a crypto-friendly banking environment. 6. THE LATEST: CFTC to create pathway for US citizens to trade on offshore exchanges Big move for adoption!

The Market Making vs Volume Support Confusion! 💡💡 In crypto, not all liquidity is created equal. Many projects still mistake volume support for professional market making... A costly error that can stall adoption and damage credibility. 🏦 Market Making builds sustainable markets through: • Tight spreads for better execution • Consistent liquidity across conditions • Institutional-grade order flow and execution • Infrastructure that scales with your token 📈 Volume Support delivers the opposite: • Artificially pumped numbers • Inconsistent trading quality • Temporary liquidity that vanishes overnight • Volatile price swings that repel serious participants One creates lasting market confidence. The other only offers short-term optics. At @triremetrading, we design market making strategies that support long-term growth, attract institutional players, and align with regulatory standards.

September lived up to its reputation as the weakest month for markets. Now, Q4 seasonality kicks in, and October is historically the strongest quarter for equities, risk assets, and Bitcoin.

Ecosystem funds are becoming the hidden engines of crypto growth. DeFi, AI, infra, gaming - capital is being deployed to secure developer mindshare. Check these updates👇 1/

Most founders over-optimize for hype. Few optimize for liquidity infrastructure. The next breakout AI x Crypto projects won’t just go viral They’ll launch with precision across venues, backed by real execution partners. This is where @triremetrading fits in. If you're a founder building a project, message us.

$ASTER Closes in on Tether in Daily Fees🔥 $ASTER generated nearly $20M in 24H fees, putting it just behind Tether at the top of the leaderboard. • TGE was only 2 weeks ago • $1B+ stablecoins already in treasury • No token buyback program announced yet If momentum holds, $ASTER could be one of the standout plays heading into Q4.

Altcoin Market at Key Breakout Level👀 Altcoin market cap (excl. BTC & ETH) is testing $1.12T resistance. A breakout here could confirm altseason and trigger a new wave of capital rotation into broader crypto assets.

We’re seeing it firsthand at #TOKEN2049 Singapore: More institutional adoption is coming, and founders are building with a 5–10 year vision, not just a market cycle play.

Berry Beramas and happy new year!

🔵 NEW: The US Department of Commerce just put GDP and PCE data on-chain through @chainlink data standard verified across Ethereum, Arbitrum, Avalanche, Optimism, Base, and more. Why this is good news: • Government-grade data feeds entering DeFi open the door for automated trading, tokenized RWA settlement, and risk management at institutional scale. • PYTH surged +48% on the announcement, while $LINK further cemented itself as the oracle standard with 2,400+ integrations. • This is a historic first: official macroeconomic data now secured and distributed through decentralized infrastructure.

🚨Bitcoin Trades Below Its Nasdaq Fair Value $BTC is priced around $109K, roughly 31% below its Nasdaq-implied fair value of $156K. The model suggests Bitcoin could still have room to rise if it continues tracking equities.

Looking forward to working with the stellar team at @StarkDefi in supporting the future hub of decentralised finance on @Starknet! Let’s take this far😊

$BTC and $ETH exchange supply keeps dropping! Around 1.5% of $BTC and 18% of $ETH has moved off exchanges as more supply flows into ETFs and institutional custody. Lower liquid supply strengthens long term demand and supports a tighter market structure.

Top DEXs by trading volume in the past 30 days show the dominance of multichain liquidity! 👇 @Uniswap leads with $130B+ in trades across 35 chains! Followed by @PancakeSwap with $58.6B. Solana’s @RaydiumProtocol , @AerodromeFi , and @orca_so round out the top performers with strong growth. 👉 Once again, Uniswap proves why it remains the backbone of decentralized trading.

Thanks for choosing and believing in us 🧡

GM legend!

1/🧵 Binance, the world's largest #crypto exchange, has been facing an uphill battle in Europe, with regulatory setbacks in multiple jurisdictions. Let's unpack what's been happening. #Binance #CryptoRegulation

Key Altcoin Levels: $WLFI $WLFI is forming an ascending triangle. - Ascending triangles often signal accumulation before a potential breakout. However, invalidation comes if support breaks down. ⚠️ Reminder: This is not financial advice. Watchlist series is for educational and informational purposes only.

🚨 NEW: @okx just launched OKX PAY! Think of it as a Grab pay, but stablecoins across the globe.

$BTC correlation with Gold is strengthening! Bitcoin’s 90-day correlation with gold has risen again, suggesting investors are viewing $BTC as a macro hedge amid uncertain market conditions. The growing link between digital and traditional stores of value reinforces Bitcoin’s role as a risk-moderation asset.

Trump calls his meeting with President Xi “amazing.” He said “a lot of decisions were made” as US and China wrapped up talks on trade, tariffs, and rare-earths regulation. Markets may view this as a positive sign for trade and geopolitical stability.

Our latest weekly report is out now! It's been a seismic few days for the cryptocurrency space, and this week we made sense of the biggest developments so that you don't have to! 😎 medium.com/trireme-trading/w…

Portfolio Size Effect Analysis 💡 Saw this interesting @cryptoquant_com chart showing institutions keep buying Bitcoin while retail investors are selling. The reason why this happens is actually pretty simple when you break it down. Why retail avoids Bitcoin $BTC while institutions accumulate: The logic is straightforward when you understand the math... Retail Perspective: • Small portfolio size ($1K-$50K) • Bitcoin 2x = Still modest absolute gains • Requires 10x+ moves to achieve life-changing wealth • Chases higher-risk, higher-reward altcoins • Rationale: "Why buy Bitcoin when this altcoin could 20x?" Institutional perspective: • Large portfolio size ($10M-$1B+) • Bitcoin 2x = Massive absolute value creation • Prioritizes risk-adjusted returns over speculative coins • Values stability and liquidity for substantial position management • Calculation: "Bitcoin 50% gain on $100M position = $50M profit" The Wealth Transfer Explained: Retail sells Bitcoin $BTC to chase the next an altcoin gamble, while institutions gladly absorb that Bitcoin supply for "modest" 2-5x gains that translate to hundreds of millions in profit.

🚨BTC long-term holders have sold 405,000 BTC over the past 30 days This wave of profit-taking often marks mid-cycle repositioning rather than panic selling. Historically, similar moves have preceded market consolidation before renewed upside momentum.

Short term $BTC holders capitulated hard, sending around 64.6k BTC to exchanges at a loss during the peak drop🚨 That wave of forced selling has now cooled, reducing immediate downside pressure and giving the market room to stabilize.

Project Spotlight: One of the most underrated features of @injective: The Auction Burn. This design ensures two outcomes: Sustained Scarcity: 6.79M+ $INJ already removed from supply (~$32M USD). Ecosystem Alignment: Every new dApp, transaction, or trader contributes to the same deflationary loop. Injective transforms network growth into a direct and measurable impact on token economics, a structural edge few Layer 1s can match.

RWAs aren’t hype anymore. $25B+ tokenized in 2025. Compliance-first platforms are securing $10B+ deals with global institutions. Builders: target niches (real estate, funds, treasuries) where regulation + demand converge. -- Here are the top 10 RWA projects by market cap: 1. @chainlink 2. @StellarOrg 3. @OndoFinance 4. $BUIDL by @BlackRock 5. @Algorand 6. @quantnetwork 7. @XDC_Network_ 8. @injective 9. @vechainofficial 10. @plumenetwork

Mega cap call options hit near record volume! Over 9.5 million contracts traded on Friday, marking the second most active session of the year.

The Macro updates that you need to know: The overall market is cautiously optimistic. ⚠️ 1. Macro landscape: • U.S. mortgage refinancing just saw its biggest jump since March 2020, signaling that Fed cuts are already influencing consumer behavior. • U.S. bond volatility has dropped to multi-year lows. Realized vol is under 10, opening the door for more P/E expansion. • Hedge fund gross exposure is at the 100th percentile, systematic strategies at the 92nd, and vol-control allocations at the 100th – positioning risk is extreme. • Moody’s recession model is flashing red: 48% probability of a U.S. downturn in 12 months, the highest level ever without a recession following. 2. Market & Flows: • Retail buying remains “incredibly strong,” $4B/day vs. $1B norm. But buyback blackouts (≈$1.5B/day negative delta) could dent near-term demand. • September is historically the weakest month for SPX since 1928. Seasonality + retail pullback = increased risk of chop. • Russell index has begun to outpace Nasdaq/SPX. Historically, Russell leadership has been a good leading signal for crypto. 3. Crypto updates: • BTC trading remains trapped in defined ranges, with $110K OI blocks acting as a magnet on Deribit. • ETH consolidates near $4K with outsized volume anchoring price action. • Fed cuts near ATHs tend to produce positive returns for risk assets 12 months forward – reinforcing the “buy dips” narrative Bottom line: Markets are stretched on positioning, but macro fundamentals remain supportive for risk assets. Expect chop through September, followed by a stronger Q4.

big news

Top Treasury Altcoins of institutions right now: 1. @ethereum : 5.2M ETH ($22B+) across 70+ firms, with staking yields 4–8% APY. 2. @solana : 4.5M+ SOL (~$850M), Upexi leading with 2M SOL staked. These two remain the anchor allocations for institutions.

hi

Liquidations Could Shift the Bitcoin Trend! Leverage data shows a clear trigger. If Bitcoin reclaims $120K, a large wave of short positions is set to unwind. That kind of aggressive liquidation can flip market momentum fast. Many traders believe we are deep in a bear phase, but the data suggests the opposite. The shift could happen sooner than most expect.

LOOK: BlackRock CEO just confirmed live on CNBC that their Bitcoin ETF has surpassed $100 billion in AUM - now the fastest-growing ETF in history. BUT ⚠️⚠️⚠️ Despite record inflows and institutional demand, Bitcoin’s price remains under pressure - signaling market manipulation. We’re seeing the same divergence across macro catalysts: • Trump–China tariff wars driving risk-off sentiment • Rare earth export fears triggering short-term volatility • ETF accumulation and liquidity repositioning This setup often marks the smart money phase, where inflows rise before price follows.

Three major charts to watch heading into FOMC week: 1. USDT-USDC/BTC – Stablecoin flows are tightening. A breakout or breakdown here signals risk-on/risk-off liquidity moves. 2. Bitcoin $BTC dominance – Rejected at resistance, now sliding. If it continues lower, it opens the door for capital rotation into altcoins. 3. Total crypto market cap excluding $BTC & $ETH - Pressing against a MAJOR resistance zone. A breakout would confirm fresh altcoin momentum. Macro + FOMC makes this week critical. Volatility around Fed rate decisions often acts as the spark that fuels market rotation. DYOR.

@okx moves

🚨 A new category has gone live on @CoinMarketCap: Robotics tokens. From @chainlink to @peaq and @iotex_io, robotics-focused projects now have their own spotlight. The sector is already at $20B market cap with over $1.1B in daily trading volume.

🚨Florida Bill Proposes Bitcoin in State Reserves A new bill aims to let Florida invest up to 10% of state and pension funds in Bitcoin and digital assets. If approved, the law would take effect on July 1, 2026.

here we go againnn

GM! We are here to support.

$BTC exchange supply hits new lows🚨 Bitcoin balances on centralized exchanges have dropped to their lowest level in years, signaling reduced selling pressure and stronger long-term conviction. As supply tightens, any future demand surge could amplify upward volatility.

It’s great to see 2 of our clients ranked amongst the top performers in the industry, and doing so consistently! @SpaceFalconIO @hypergpt

The macro setup is stronger than most realize: The latest policy changes gave investors more time, and markets like that. More time = more confidence to keep buying (Institutional perspective) Here’s what’s important: 1. Good momentum: The market keeps recovering fast after any dip. This means people are ready to buy whenever there's weakness. 2. No panic in bonds: Yields (interest rates) on long-term US bonds are stable. That shows there’s no fear in the system. 3. Fed is on hold: The US Federal Reserve is expected to pause rate hikes through the rest of 2025. That’s good for growth and risk assets. 4. Quick rebounds: When news moves the market, the bounce back is happening faster than before. That tells us investors still want to stay in. 5. Macro signals are green, and crypto continues to benefit 6. Keep an eye on ETH/BTC rotation: When $ETH gains against $BTC, it shows capital is moving from Bitcoin into Ethereum. But not all alts will pump, but the right narratives with real volumes will outperform. We’re in a market that rewards patience and precision. Follow @triremetrading for macro-driven insights, market flow analysis, and crypto updates that actually matters.

🚨Aster Token Surges Following CZ Disclosure Changpeng Zhao revealed a personal purchase of over 2 million Aster tokens (approx. $2.5 M) and said he bought “using my own money.” Following the disclosure, Aster’s price jumped over 30 % and its market cap rose above $2.5 billion.

🚨 Avantis Up on Big Listings & Rewards! $AVNT surged on major listings like Coinbase and Binance, plus whale accumulation and soaring trading volume. A 40M AVNT reward campaign and strong demand for zero-fee perps and RWA integration added fuel to the rally.